Work Order Task Type Overview - Lookups

Work Order Task Type Overview - Lookups

Task Types can be used to link SR Types to WO Main Tasks and expedite the creation of linked WOs. This is useful for teams who frequently create linked work orders from service requests or for those who would like to expedite the selected WO main task when creating a work order from a service request. Learn more about Task Types by reading below. 

Task Types Overview

Task Types are work order main tasks that are linked to service request types. If there are is a specific work order main task that corresponds to a service request type, work order task types allow the system to automatically populate the Main Task field when creating a linked WO from a SR.


In the Task Type example above, specific SR Types are linked to WO Main Tasks. When a linked WO is created, the Main Task is automatically entered on the work order. 


Add a New Task Type

To add a new task type:
  1. Navigate to the Lookups module.
    1. Click "Settings" from your dashboard.
    2. Click "Setup."
    3. Click "Lookups."
  2. From Lookups module, click the side arrow next to “Work Order." The Work Order sections should expand.
  3. Click “Task Type."
  4. Click “+ Add” on the right hand side of the screen.
  5. Enter Task Type information:
    1. Department – Department name
    2. Division – Division name
    3. Task – Enter Work Order Task you would like to link
    4. Type – Enter Service Request Type
    5. Sort Order – Will auto populate
  6. Click “Save."

Edit an Existing Task Type

To edit an existing task type:
  1. Navigate to the Lookups module.
    1. Click "Settings" from your dashboard.
    2. Click "Setup."
    3. Click "Lookups."
  2. From Lookups module, click the side arrow next to “Work Order." The Work Order sections should expand.
  3. Click "Task Type" to view all Task Types in the system.
  4. Locate the Task Type you'd like to edit. If you need to you can use the column filters to find a specific Task Type.
  5. Click the dropdown arrow at the end of the Task Type row to view your editing options.


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